portfolio

Others 939 views 2 replies

hai every body

         what about portfolio and what about trade settlement/trade comfirmation /reconcilation. plz  its very urgent.

with regards

raji

Replies (2)

Portfolio management scheme popularly known as PMS are specialized investment vehicle for lump sum investments. The portfolio manager invests the money in shares and other securities and manages the portfolio on behalf of the client.

 

More details of PMS and should you invest or not in PMS is available in the link.

https://holisticinvestment.in/Portfolio-Management-Scheme

Regards

RAMALINGAM K, MBA, CFP,

CHIEF FINANCIAL PLANNER,

HOLISTIC INVESTMENT PLANNER PRIVATE LIMITED.

www.holisticinvestment.in

Portfolio management scheme popularly known as PMS are specialized investment vehicle for lump sum investments. The portfolio manager invests the money in shares and other securities and manages the portfolio on behalf of the client.

 

More details of PMS and should you invest or not in PMS is available in the link.

https://holisticinvestment.in/Portfolio-Management-Scheme

Regards

RAMALINGAM K, MBA, CFP,

CHIEF FINANCIAL PLANNER,

HOLISTIC INVESTMENT PLANNER PRIVATE LIMITED.

www.holisticinvestment.in


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